Rand Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $246K | Hold |
7,863
| – | – | 0.03% | 213 |
|
|
2018
Q2 | $224K | Hold |
7,863
| – | – | 0.03% | 217 |
|
|
2018
Q1 | $233K | Hold |
7,863
| – | – | 0.03% | 207 |
|
|
2017
Q4 | $259K | Sell |
7,863
-3,000
| -28% | -$98.8K | 0.03% | 208 |
|
|
2017
Q3 | $283K | Buy |
10,863
+2,700
| +33% | +$70.3K | 0.03% | 196 |
|
|
2017
Q2 | $206K | Buy |
+8,163
| New | +$206K | 0.03% | 204 |
|
|
2015
Q1 | – | Sell |
-7,143
| Closed | -$211K | – | 216 |
|
|
2014
Q4 | $211K | Sell |
7,143
-1,587
| -18% | -$46.9K | 0.03% | 208 |
|
|
2014
Q3 | $223K | Sell |
8,730
-825
| -9% | -$21.1K | 0.03% | 193 |
|
|
2014
Q2 | $239K | Hold |
9,555
| – | – | 0.03% | 187 |
|
|
2014
Q1 | $243K | Buy |
9,555
+1,755
| +23% | +$44.6K | 0.04% | 183 |
|
|
2013
Q4 | $205K | Buy |
+7,800
| New | +$205K | 0.04% | 187 |
|
|
2013
Q3 | – | Sell |
-10,125
| Closed | -$251K | – | 189 |
|
|
2013
Q2 | $251K | Buy |
+10,125
| New | +$251K | 0.06% | 168 |
|